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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,875 | $169,336+91.9% | $129,384+151.1% | $145,884+122.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 3.22% | 14408.70%-14405.5pp | 9461.77%-9458.6pp | 551.85%-548.6pp |
| Employer contribution / active EE | $38,000 | $5,540+585.9% | $4,153+814.9% | $4,662+715.1% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,576 | $9,912-74.0% | $7,686-66.5% | $13,392-80.8% |